Stonehearth Capital Management, LLC

EST. AUM
$425,411,155

CONTACTS

CLIENT ACCOUNTS
1,338

Firm Details

Metro area Boston
CRD Number 128866
Website stonehearthcapital.com
Client types

Overview

Stonehearth Capital Management is an independent, fee-only registered investment adviser (RIA) headquartered in Danvers, Massachusetts. Operating under a strict fiduciary standard, the firm delivers customized financial life planning and discretionary portfolio construction for individuals, multi-generational families, and business owners. Led by President and CEO Jamie A. Upson (CFP®, AAMS®), Stonehearth distinguishes itself through deep technical expertise in structural wealth management. Their planning framework meticulously incorporates cash flow engineering, tax-reduction strategies (including Roth conversions and tax-loss harvesting), estate document synchronization, and advanced executive benefit planning—specifically the optimization of corporate stock options, RSUs, and Employee Stock Purchase Plans (ESPP). Their core investment approach utilizes globally diversified strategic asset allocation models, favoring low-cost institutional instruments to insulate client capital from emotional volatility and promote reliable long-term compounding.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stonehearth Capital Management, LLC

Platform Details

Investment Preferences

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Address

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